I have an investment portfolio worksheet that has to track the balance of units held and the accumulated cost of those units. You can go to my website and make a copy of the worksheet.
This formula tracks the accumulated units held by the stocks symbol - it is used in cell Y10 on the BK_CDN tab and also on the BK_US tab. - the formula is also used to track the accumulated cost of the investment. See Cell AC10
=if($D10="","",iferror(if(row()<>2,INDEX(arrayformula(filter($Z$7:$Z9,$D$7:$D9<>"",row($D$7:$D9)=max(if($D$7:$D9=D10,row($D$7:$D10),0)))) ,1),0),0))
I cannot get it to work in Excel365 - any suggestions or workarounds?
Thanks
Jonathan
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